ShareFile + Wave
Create folders in ShareFile for new Wave customers
Effortlessly organize your new Wave customers by creating a dedicated folder for each in ShareFile. With this workflow, every time you add a new customer in Wave, a corresponding folder will be set up in ShareFile, making it easy to keep track of important documents and information for each client. Save time and streamline your client management process with this seamless workflow.
Effortlessly organize your new Wave customers by creating a dedicated folder for each in ShareFile. With this workflow, every time you add a new customer in Wave, a corresponding folder will be set up in ShareFile, making it easy to keep track of important documents and information for each client. Save time and streamline your client management process with this seamless workflow.
- When this happens...New Customer
Triggers when a new customer is added to a business you choose.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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BusinessRequired
Try ItBusinessRequired
Customer or Company NameRequired
Account Number
Currency
First Name
Last Name
Email
Phone Number
Toll Free Number
Mobile Number
Fax Number
Website
Address1
Address2
City
Country
Postal Code
Shipping Contact
Shipping Delivery Instructions
Shipping Phone Number
Shipping Address1
Shipping Address2
Shipping City
Shipping Country
Shipping Postal Code
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
BusinessRequired
Try ItBusinessRequired
CustomerRequired
Item Description
Item Price
Item ProductRequired
Item Quantity
Item Taxes
Invoice Currency
Invoice Date
Invoice Number
Invoice Title
Status
Subhead
Footer
Additional Notes
SO or PO Number
Due Date
Exchange Rate
Disable Credit Card Payments?
Amount Title
Item Title
Price Title
Quantity Title
Hide Amount?
Hide Description?
Hide Item?
Hide Price?
Hide Quantity?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
NameRequired
